Infratil - CDC—Confidence in Delivery and Contracts
Infratil and its largest investment, CDC, delivered a confident and upbeat investor day, highlighting strong fundamentals with significant new...
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Infratil - Good Enough
The Catalyst with a capital C arrived. A third-party transaction validated CDC’s valuation, Infratil's (IFT) largest and most important asset.
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Infratil - 1H25 Result — A Waiting Game
Investors are on a knife edge, awaiting the catalyst with a capital C — a transactional third-party validation of CDC's valuation. It is hard to...
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Infratil - 1H25 Preview — Contracts and Competition
We approach Infratil (IFT) 1H25 result on Thursday, 14 November with a heightened degree of uncertainty. IFT's largest EBITDAF contributor is One NZ.
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Infratil - Coming up for Air — Down to NEUTRAL
Investors in Infratil (IFT) have been richly rewarded over the last three decades, with total returns of almost +20% annually, or ~270x your money.
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